Corvex Management LP
CIK Number: 0001535472
2.64B
Market Value
34
# of Holdings
7 months
Avg. Holding Period
36.59%
Win Rate
24.38%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SWX | Southwest Gas H... | 72.30 | +0.95% | 4.77M | 0.00% | 337.22M | 62.46 | 9.29% |
| 2 | VSTS | Vestis Corporat... | 5.83 | -0.26% | 17.01M | 0.00% | 259.2M | 13.11 | 7.14% |
| 3 | ILMN | Illumina, Inc. | 90.09 | +3.64% | 1.7M | -25.46% | 227.19M | 117.83 | 6.26% |
| 4 | DLTR | Dollar Tree, In... | 98.90 | +3.90% | 2.89M | +155.24% | 216.33M | 73.13 | 5.96% |
| 5 | MGM | MGM Resorts Int... | 34.26 | +7.96% | 5.69M | -0.89% | 197.07M | 26.01 | 5.43% |
| 6 | WGS | GeneDx Holdings... | 66.78 | +3.42% | 2.47M | 0.00% | 190.13M | 5.96 | 5.24% |
| 7 | MDU | MDU Resources G... | 16.15 | -1.22% | 7.11M | -29.94% | 128.1M | 10.27 | 3.53% |
| 8 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 565.03K | +9.16% | 123.96M | 129.73 | 3.42% |
| 9 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 643.21K | 0.00% | 121.76M | 142.1 | 3.36% |
| 10 | IAC | IAC InterActive... | 37.91 | +6.04% | 2.41M | +61.82% | 103.98M | 45.78 | 2.87% |
| 11 | LLYVA | Liberty Live Gr... | 74.92 | +3.65% | 1.53M | -1.55% | 102.12M | 31.92 | 2.81% |
| 12 | KOF | Coca-Cola FEMSA... | 97.15 | +0.74% | 1.07M | +138.94% | 83.04M | 80.13 | 2.29% |
| 13 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 173.66K | 0.00% | 73.2M | 290.36 | 2.02% |
| 14 | NSC | Norfolk Souther... | 251.90 | +1.33% | 297.43K | +9.02% | 69.81M | 241.73 | 1.92% |
| 15 | FTRE | Fortrea Holding... | 5.82 | -1.61% | 3.48M | +56.74% | 64.92M | 19.51 | 1.79% |
| 16 | IBIT | iShares Bitcoin... | 61.70 | +3.27% | 1.18M | +100.00% | 62.33M | 53.05 | 1.72% |
| 17 | CCEP | Coca-Cola Europ... | 92.70 | -0.16% | 799.33K | 0.00% | 61.4M | 51.18 | 1.69% |
| 18 | CSX | CSX Corporation | 32.56 | +1.38% | 1.75M | +69.01% | 56.57M | 30.61 | 1.56% |
| 19 | UGI | UGI Corporation | 35.84 | -0.98% | 1.96M | +100.00% | 55.35M | 28.23 | 1.53% |
| 20 | TSM | Taiwan Semicond... | 215.33 | +2.00% | 200.85K | +100.00% | 39.67M | 197.49 | 1.09% |
| 21 | LLYVK | Liberty Live Gr... | 76.21 | +4.06% | 579.38K | -37.39% | 39.43M | 32.1 | 1.09% |
| 22 | FMX | Fomento Económi... | 104.67 | -1.19% | 405.15K | 0.00% | 34.64M | 76.04 | 0.95% |
| 23 | LNG | Cheniere Energy... | 233.25 | -2.14% | 140.4K | +9.69% | 30.17M | 176.77 | 0.83% |
| 24 | HSII | Heidrick & Stru... | 43.66 | +0.60% | 562.35K | +100.00% | 24.92M | 44.31 | 0.69% |
| 25 | ECG | Everus Construc... | 59.83 | +0.48% | 322.71K | +100.00% | 21.22M | 65.75 | 0.58% |
| 26 | AQN | Algonquin Power... | 5.84 | -0.34% | 3.35M | +9.99% | 14.89M | 6.09 | 0.41% |
| 27 | WH | Wyndham Hotels ... | 79.76 | +0.80% | 34.34K | +100.00% | 3.46M | 100.79 | 0.10% |
| 28 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 16.25K | 0.00% | 2.18M | 43.5 | 0.06% |
| 29 | META | Meta Platforms,... | 701.33 | +2.70% | 2.4K | 0.00% | 1.41M | 300.21 | 0.04% |
| 30 | AMBP | Ardagh Metal Pa... | 4.21 | +2.43% | 398.83K | 0.00% | 1.2M | 4.59 | 0.03% |
| 31 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 2.85K | 0.00% | 1.15M | 250.22 | 0.03% |
| 32 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 3.03K | 0.00% | 1.01M | 147.26 | 0.03% |
| 33 | LAB | Standard BioToo... | 1.10 | +4.76% | 44.4K | 0.00% | 77.7K | 2.7 | < 0.01% |
| 34 | FLYX | flyExclusive, I... | 2.73 | +3.02% | 200.83K | 0.00% | 36.15K | 0.22 | < 0.01% |